Licensing Case Manager

Legal & General America (LGA) is a nationally recognized market leader in the life insurance industry. By joining LGA, you become part of a team that works diligently each day to protect American families. We are a collaborative organization that's built on trust, creativity, and taking initiative. Our work is part of a larger cause. We help close the life insurance gap so more American families can be protected financially. We value each member of our community and provide excellent benefits, opportunities for personal growth, and a chance to make a difference. Our associates' passion and dedication, as well as our career development opportunities, outstanding benefits, focus on wellbeing, and community support contribute to our exceptional workplace culture!

Legal & General America believes diversity makes us better. For us, it is not just about being an Equal Opportunity Employer, which we are proud to be. It is about inviting different experiences, backgrounds, and perspectives to our work; and making conscious efforts to reach out to candidates who can bring different ideas and perspectives to what we do and create together. We invite passionate people, committed to excellence, to join our team. We invite you to make our team richer and better. Visit our careers page here to learn more about us and why we've been a certified Great Place to Work for the past seven years in a row.

The Licensing Case Manager will execute agent contracts, appointments, terminations, renewals and all other licensing related tasks to meet or exceed pre-defined productivity and quality standards. Complete other administrative duties and projects as directed by management.

Understand all regulations necessary to accurately contract, appoint and maintain agents. Utilize existing online references (e-pal) to ensure compliance with state regulations.
• Review new agent contracts for completeness and accuracy. Add agent requirements to communicate missing or incomplete information to agencies while working in ALI.
• Setup agent master and hierarchy records to ensure proper contract (level) and commission structures are entered.
• Request and review due diligence reports (backgrounds) to ensure individual and/or entity is within pre-defined guidelines of acceptance. Forward any adverse reports to compliance area for further review and approval or declination.
• Appoint all new agents with the respective state(s). Review all state DOI responses related to new appointments. Research responses and correct and/or obtain missing information to appoint agent. Generate executed agent contract, review information and route to proper entity.
• Index all documents in image queue accurately while meeting or exceeding pre-defined productivity and quality standards.
• Research tasks generated at time of submit related to agent problems (Unknown Agent, Hierarchy Error, Invalid state, etc.). Correct data and/or add requirements requesting information from agencies to meet or exceed pre-defined productivity and quality standards.
• Process address changes, commission changes/assignments, agent transfers to meet or exceed pre-defined productivity and quality standards.
• Review state agent renewal listings to ensure agent is active and appointed.
• Review state (DOI) generated agent termination advisories. Terminate agent in system and send proper notification agent/agency.
• Answer telephone calls accurately, courteously and with good customer service skills to meet or exceed pre-defined productivity and quality standards.
• Ensure all voice-mail and email is responded to within 4 business hours.
• Complete other assignments and goals as assigned.

Education

• Some college preferred
• 3+ years experience in a customer service/administrative related position
• 3+ years communication and processing experience
• 1+ years of phone experience
• Knowledge of life insurance products
• Life, Property and Casualty or Health insurance experience preferred

Skills

• Excellent communication skills, both verbal and written
• Strong Customer Service skills
• Analytical and technical skills
• Strong organizational skills and ability to prioritize
• Ability to work in fast paced environment
• Typing 30+ WPM
• Detail oriented
• Ability to work independently and within a team environment
• High tolerance for repetitive tasks
• Knowledge of Microsoft Office (Word and Excel)